Koyfin
Koyfin is a financial data and analytics platform for researching global stocks, ETFs, Mutual Funds, macro trends, and portfolios. Sign up for free.
عرض في 𝕏سلاسل التغريدات
Here is a list of companies that routinely mention return on invested capital (ROIC) in their earnings calls, filings, or press releases: (feel free to suggest others) 1) $AZO Au...
The Magnificent Seven Cash Flows vs Share Price 1) $NVDA Nvidia https://t.co/Z0O6YakLjF
Companies that have grown Free Cash Flow at an annual compounded rate of 20% or more over the last 10 years: 1) $AMZN Amazon 10Y FCF CAGR: 44.6% 10Y Total Return CAGR: 31.4% http...
In 2019, Li Lu of Himalaya Capital gave a presentation to a group of students titled 'The Practice of Value Investing'. It's packed with nuggets of insight and is well worth a rea...
The Magnificent Seven FCF per Share vs Share Price 1) $NVDA Nvidia https://t.co/YYsO2YQWiF
These 10 companies have been share cannibals in the last decade, repurchasing between 20% to 65% of their share count: 1) $HD Home Depot • Market cap: $353 billion • 10Y Total Re...
Here are 8 companies trading close to their lowest valuation in a decade: 1) $LULU Lululemon Market cap: $31 billion PE: 17.2x PS: 2.9x EV/EBIT: 12.2x https://t.co/aCRuk5tx10
In 2019, Li Lu of Himalaya Capital gave a presentation to a group of students titled 'The Practice of Value Investing'. It's packed with nuggets of insight and is well worth a rea...
In 2020, Akre Capital published an essay titled "The Art of Not Selling". "Of our most costly mistakes over the years, almost all have been sell decisions. The mistake, in virtual...
In the late 1980s, Phil Fisher gave a rare interview shortly after the 1987 Black Monday crash. He discussed avoiding popular stocks, management, circles of competence, waiting fo...
In 1991, Seth Klarman wrote a book, Margin of Safety, that is rumoured to only have printed a few thousand copies. No longer in print, but packed with superb insights, Klarman onc...
In 2010, Seth Klarman described 20 lessons from the great financial crisis of 2008 that he felt “were either never learned or else were immediately forgotten by most market partici...